Incorporating e-file Into Your Office

In meeting with various tax professionals, we identified the most frequent
questions we are asked. If you have a question that is not answered here, click
here to send us your question. We will respond
within 24-48 hours.

No. You and your client must sign form FTB 8453 or form FTB
8879 after the return has been prepared but before it is
transmitted (e-filed). Signing
the form before preparing the return would be like signing
a blank paper return.

No. You retain it along with the other copies of your clients
return documents for four years after the due date of the return or four years
from the date the return is e-filed, whichever is later. EROs may electronically
image and store all paper records they are required to retain for FTB and IRS
e-file (See IRS Rev. Proc. 97-22).

You have five business days to correct and retransmit any timely
rejected return before it is considered late. When you correct and retransmit
the return within the five business days, we will assign it the file date of the original timely transmission.

No. Although EFW is a convenient way to pay the balance due,
your client can wait and pay by paper check on or before April 15th or use other
acceptable methods to pay their balance due (credit card, WebPay, check). They need to
be sure to pay by April 15th to avoid any penalties or interest.

No. You and your client must sign form FTB 8453 series after the return has been prepared but before it is
transmitted (e-filed). Signing
the form before preparing the return would be like signing
a blank paper return.

No. You retain it along with the other copies of your clients
return documents for four years after the due date of the return or four years
from the date the return is e-filed, whichever is later. EROs may electronically
image and store all paper records they are required to retain for FTB and IRS
e-file (See IRS Rev. Proc. 97-22).

You have ten business days to correct and retransmit any timely
rejected return before it is considered late. When you correct and retransmit
the return within the ten business days, we will assign it the file date of the original timely transmission.

No. Although EFW is a convenient way to pay the balance due,
your client can use other
acceptable methods to pay their balance due (credit card, WebPay, check, Electronic Funds Transfer). They need to
be sure to pay by the due date to avoid any penalties or interest.